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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 32 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ADSK PUT AUTODESK INC Technology 10,200.0 $2.4M 0.01% -33K -76.2% $239.40 -2.1%
622 URI UNITED RENTALS INC Industrials 3,346.0 $2.4M 0.01% -32K -90.7% $728.56 +26.5%
623 PANW PUT PALO ALTO NETWORKS INC Technology 15,200.0 $2.4M 0.01% -79K -83.9% $160.32 +51.4%
624 XLU PUT SELECT SECTOR SPDR TR 53,100.0 $2.4M 0.01% -418K -88.7% $45.89 -2.6%
625 CC CALL CHEMOURS CO Basic Materials 110,400.0 $2.4M 0.01% -132K -54.5% $22.03 +0.9%
626 MCK CALL MCKESSON CORP Healthcare 2,800.0 $2.4M 0.01% -200.0 -6.7% $865.36 -12.6%
627 PSX PUT PHILLIPS 66 Energy 13,300.0 $2.4M 0.01% -35K -72.3% $182.18 +0.7%
628 COIN COINBASE GLOBAL INC Financial Services 13,854.0 $2.4M 0.01% -18K -56.1% $174.61 +9.3%
629 GCT CALL GIGACLOUD TECHNOLOGY INC Technology 53,300.0 $2.4M 0.01% -11K -16.9% $45.38 -21.1%
630 NVT PUT NVENT ELEC PLC Industrials 20,400.0 $2.4M 0.01% -7K -26.6% $118.28 +35.5%
631 LVS PUT LAS VEGAS SANDS CORP Consumer Cyclical 44,600.0 $2.4M 0.01% -75K -62.8% $53.88 -8.8%
632 DUK CALL DUKE ENERGY CORP NEW Utilities 18,300.0 $2.4M 0.01% -92K -83.4% $130.94 -4.8%
633 ASTS PUT AST SPACEMOBILE INC Technology 28,900.0 $2.4M 0.01% -212K -88.0% $82.87 +5.1%
634 VST PUT VISTRA CORP Utilities 15,900.0 $2.4M 0.01% -10K -37.6% $150.33 -7.1%
635 SYY CALL SYSCO CORP Consumer Defensive 33,500.0 $2.4M 0.01% -71K -67.9% $71.33 +4.3%
636 UAL PUT UNITED AIRLS HLDGS INC Industrials 25,900.0 $2.4M 0.01% -37K -58.6% $92.07 -2.5%
637 BP PUT BP PLC Energy 50,700.0 $2.4M 0.01% -100K -66.3% $47.00 -1.9%
638 CAVA CALL CAVA GROUP INC Consumer Cyclical 29,400.0 $2.4M 0.01% -130K -81.5% $80.90 -0.6%
639 CCJ PUT CAMECO CORP Energy 21,800.0 $2.4M 0.01% -122K -84.8% $108.61 -4.0%
640 STM PUT STMICROELECTRONICS N V Technology 68,200.0 $2.4M 0.01% -201K -74.7% $34.55 +84.2%
Page 32 of 112  ·  2,237 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%